MONETA GROUP INVESTMENT ADVISORS LLC

Q4 2025 13F-HR Holdings

Location
St Louis, MO
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
809
Total value ($000)
$13,212,149
Net value change ($000)
+626,156 (5.0%)
New positions
66
Sold out positions
51
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 179,393 10.4%
BIL 49,187 53.0%
SCHX 48,133 5.3%
VEA 38,247 5.9%
VO 32,977 5.1%
VOE 26,670 17.2%
SCHM 23,799 8.0%
VTV 23,671 3.9%
IEFA 20,737 10.1%
IEMG 17,310 4.8%
Top Reduces (Value $000, Stocks/ETFs)
VTI -11,278 -6.0%
ADM -8,081 -4.2%
BRBR -7,372 -79.2%
MSFT -5,719 -5.8%
ORLY -4,047 -21.8%
ORCL -3,889 -33.2%
IYW -3,313 -65.8%
AAPL -3,055 -1.6%
CNC -2,507 -40.0%
IWR -2,258 -17.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 843 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type